JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SBT
4326
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $158K | ﹤0.01% |
30,609
+15,172
| +98% | +$78.3K |
|
4327
Eastern Company
EML
$155M
| $157K | ﹤0.01% |
4,615
+4,374
| +1,815% | +$149K |
|
4328
SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
| $157K | ﹤0.01% |
1,080
| – | – |
|
4329
SK Telecom
SKM
$8.39B
| $157K | ﹤0.01% |
7,286
+6,915
| +1,864% | +$149K |
|
4330
Abeona Therapeutics
ABEO
$276M
| $157K | ﹤0.01% |
21,664
+21,650
| +154,643% | +$157K |
|
4331
Rocky Brands
RCKY
$217M
| $157K | ﹤0.01% |
5,782
-2,926
| -34% | -$79.4K |
|
4332
Sleep Number
SNBR
$189M
| $157K | ﹤0.01% |
9,779
-5,528
| -36% | -$88.6K |
|
4333
Design Therapeutics
DSGN
$345M
| $156K | ﹤0.01% |
38,704
-2,556
| -6% | -$10.3K |
|
|
WKME
4334
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
| $156K | ﹤0.01% |
18,136
-7,943
| -30% | -$68.3K |
|
4335
WisdomTree International Multifactor Fund
DWMF
$41.5M
| $155K | ﹤0.01% |
5,851
-338
| -5% | -$8.97K |
|
4336
Innovator International Developed Power Buffer ETF October
IOCT
$133M
| $155K | ﹤0.01% |
+5,361
| New | +$155K |
|
4337
American Well
AMWL
$104M
| $155K | ﹤0.01% |
9,532
+50
| +0.5% | +$811 |
|
4338
GCM Grosvenor Inc Warrant
GCMGW
$36.6M
| – | – |
0
| – | -$126K |
|
4339
First Western Financial
MYFW
$226M
| $154K | ﹤0.01% |
10,564
+1,875
| +22% | +$27.3K |
|
4340
iShares Residential and Multisector Real Estate ETF
REZ
$792M
| $153K | ﹤0.01% |
2,128
-185
| -8% | -$13.3K |
|
4341
Digimarc
DMRC
$227M
| $153K | ﹤0.01% |
5,626
-3,890
| -41% | -$106K |
|
4342
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$264M
| $153K | ﹤0.01% |
2,121
-4,893
| -70% | -$352K |
|
4343
Rigel Pharmaceuticals
RIGL
$623M
| $152K | ﹤0.01% |
10,271
-2,551
| -20% | -$37.8K |
|
4344
iShares Global Industrials ETF
EXI
$1.04B
| $152K | ﹤0.01% |
1,086
-2,868
| -73% | -$401K |
|
4345
Xponential Fitness
XPOF
$278M
| $152K | ﹤0.01% |
9,171
-164,252
| -95% | -$2.72M |
|
4346
Stereotaxis
STXS
$256M
| $152K | ﹤0.01% |
58,102
+35,948
| +162% | +$93.8K |
|
4347
Codexis
CDXS
$221M
| $152K | ﹤0.01% |
43,414
-63,787
| -60% | -$223K |
|
|
RDNW
4348
RideNow Group
RDNW
$169M
| $151K | ﹤0.01% |
23,405
-25,390
| -52% | -$164K |
|
4349
iShares Global Comm Services ETF
IXP
$701M
| $151K | ﹤0.01% |
1,796
+734
| +69% | +$61.8K |
|
4350
Mach Natural Resources
MNR
$1.55B
| $151K | ﹤0.01% |
7,816
+5,286
| +209% | +$102K |
|